Updated March 05, 2021.
Leith Wheeler
Canadian Equity Fund
Objective
To provide superior long-term investment returns by investing in a diversified portfolio of Canadian common shares, convertible debentures and other equity related securities. Under normal circumstances the Fund will keep its portfolio fully invested, to the greatest extent possible, in equity and equity related securities.
Investment Style
We utilize a value approach to stock selection, applying bottom-up, fundamental analysis to all investment decisions. Our investment goal is to protect our client’s capital while offering superior investment growth, regardless of economic conditions. We seek to invest in companies with stable earnings with a long-term business
model and management team that we have a high level of comfort in.
As value investors, we tend to include companies in the portfolio when they are “out of favour” by the market and have declined in price. Companies can become undervalued when there is a lack of investor awareness, when an entire industry is out of favour with investors, or when a company experiences a short-term difficulty which, following careful analysis, we believe can be overcome. By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside risk while offering a decent potential return.
Download Fund Summary Regulatory DocumentsFund Details
Risk Level
Fund Code
LWF002
Asset Class
Canadian Equity Fund
Daily Price
$56.35790
Series
B
Quarter End Fund Size
$3.3 billion
Series Inception Date
Apr 27, 1994
Fund Inception Date
Apr 27, 1994
MER
1.49%
RRSP/RRIF Eligible
Yes
Distribution Frequency
Quarterly
Number Of Holdings
42
Minimum Investment
- $25,000 directly through Leith Wheeler
- $5,000 through other registered dealers
Quarter End Yield
2.97%
Reference Index
- S&P/TSX Composite Index*